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State
Investor Type
Last Name
First Name
Company Name
Term (Years)
Amount Invested
Fund Balance
Profit/Loss
%
Awaiting Funds
Individual
Morris
Jane
3
50000.00
50000.00
0.00
0.00
Account Closed
Individual
Wallis
Malcolm
10
450000.00
450000.00
0.00
0.00
Application
Individual
Doe
John
2
250000.00
250000.00
0.00
0.00
Awaiting Funds
Individual
Marks
Henry
10
300000.00
300000.00
0.00
0.00
Active - Trading
Corporate
Johnson
Boris
Oasis Capital Ltd
1
1000000.00
1234567.00
234567.00
23.46
Application
Joint
Johnson
Boris
5
250000.00
250000.00
0.00
0.00
Active - Trading
Individual
Smith
Fred
3
150000.00
154632.26
4632.26
3.09
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Fund Add Client
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